About this role
Retirement Plan Consultant - Hybrid (Armonk, NY) at Onedigital. Location: Armonk, New York, United States. Role: designing plans, managing relationships, developing business Requirements: Design and manage qualified retirement plans, own a book of business, exceed sales goals, possess securities license, 2+ years retirement-plan experience, ERISA knowledge, Microsoft Office and CRM proficiency, travel up to 25%. Category: Sales Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, Salesforce Certifications: securities Commitment: Full Time Workplace: Hybrid Languages: English